Centamin Share Discussion Threads

[geckotheglorious] 03/4/2024 08:05

Let's just hope Egyptian Govt dont decide that they want more than 50%.

Only thing holding this back imo the fact they take 50%

[avsome1968] 03/4/2024 08:04

$2280 gold price should be pushing 119-120p today.

[qs99] 03/4/2024 07:39

Should see more gains IMO, With gold holding above $2,000 very nicely, possibly even heading through $2,300 should mean plenty of FCF for likes of CEY....DYOR

[avsome1968] 01/4/2024 23:59

115p plus tomorrow last week to fill your pots and gold will go higher year end.

[qs99] 28/3/2024 22:03

Thanks, agreed. Should help boost the share price Tuesday onwards!!

Wonder why the spike?

[kennyp52] 28/3/2024 18:24

480,000 Oz production .. extra $200+ cash per Oz is $96m+ … take out the profit share with the Egyptian mafia. Very tasty . Decent rise in dividend should further help the share price recovery imho.

[qs99] 28/3/2024 18:04

And comfortably through $2,200
Anyone got a view on CEY EBITDA? At These levels?

[qs99] 28/3/2024 10:46

POG holding up and even now gone through $2.2k....lovely stuff, surely surely CEY must be making some very material hay here? DYOR

[redbaron10] 28/3/2024 10:41

Interest rates are due to fall sometime,it's presidential election year in the US with the horrifying prospect of Biden v Trump again for many Americans,and the US deficit builds by $1tn every 100 days.What's not to like about gold with tailwinds like that?

[qs99] 27/3/2024 14:45

Continuing to chug along nicely

[larry laffer] 26/3/2024 11:59

Fat finger trouble at a guess……

[ken tennis] 26/3/2024 06:33

What was that huge spike all about yesterday at open it shot up to 115 and then hit a low of 103.3 all in a matter of 1 minute any ideas guys.

[rovi70] 25/3/2024 17:15

Nice to see blue when most are red or green

[jfishy55] 23/3/2024 11:56

Ah, thanks zangdook, that's worth bearing in mind

[amanitaangelicus] 22/3/2024 09:04

Pog steady.

[zangdook] 21/3/2024 13:36

AISC may be higher. 2023 was $1205, 2024 forecast is $1200-1350

[jfishy55] 21/3/2024 12:54

2022 cashflow ($18m)
2023 cashflow $49m, average sales of gold $1,948 per oz

Assuming a similar cashflow, and the PoG averaging $2,148 per oz over 2024 with 470,000 oz (bottom end of guidance), this gives an additional $200 per oz of free cashflow which works out to be $94m implying FCF of $143m. 55% of that is $78.5m.

This suggests to me that CEY is likely to be paying double the dividends this year. Have I made any mistakes with that?

[amanitaangelicus] 21/3/2024 10:58

Finally, an upward trendline has emerged. Even if pog pulls back, it.s defo there. Enjoy.

[arlington chetwynd talbott] 21/3/2024 09:46

That seems fair, 125p should be possible even if PoG simply consolidates around the current level.

[arja] 21/3/2024 09:34

maarket seems to like the results although some doubt shortly after opening. Chart suggests it is targetting about 115 and then maybe 125 in time assuming gold price holds up .

[stevedaytrader] 21/3/2024 09:28

NumptyTrader465 gets it soooo wrong again- things in life you can gaurantee 1)death 2)taxes 3)NumptyTrader465 being wrong.
His lack of basic understanding of market fundamentals is breath taking, and only superseded by his ability to make the wrong call.
But I guess he has to post somewhere while he awaits his £30 FRES prediction...

[avsome1968] 21/3/2024 08:52

Bang on their Kenny.
I had a target price 120p {average94p} did sell some the other day to cover a small loss in HUM but with gold heading north again bought them back tad under 108p this morning be happy selling at around 140 plus, Cey should steadily tick up now if gold keeps around this level, cash will be rolling in also a better divi next year.